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ConnectWise PSA MCP Setup & Guide

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io.github.mspstack/mcp-connectwise-psa · v0.12.0

ConnectWise PSA (Manage) MCP server — tickets, time entries, companies, configurations, BYOK

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Copy the install config on this page first, then verify docs and permissions upstream.

Overview

ConnectWise PSA (Manage) MCP server — tickets, time entries, companies, configurations, BYOK ConnectWise PSA is a MCP Server listed from MCP Registry. Transports: stdio. This page includes an overview, setup tutorial, install commands, and use cases for Trae, Tongyi Lingma, Cursor, Claude Code, and VS Code.

Use cases

Code review & GitHubCursor essentials

AgentHub Verified AvailabilityTested & Ready

Automated pipeline validated install commands, protocol & client compatibility

Verified At2026-10-25
Install Snippets TestedCLI & JSON config syntax verified
Protocol Handshake ReadyComplies with JSON-RPC 2.0 specifications
Origin Registry ActiveSourced from official-mcp-registry
Verified ClientsClaude Code、Claude Desktop、Cursor 等
Security Tier: A+ 级 · 官方认证推荐 (A+)·Maintained by official/verified teams, audited for standard MCP protocol compliance.

Copy by platform

Choose your platform

  1. Open or create .cursor/mcp.json in your project root
  2. Click Copy config and paste; merge only this mcpServers entry if others exist
  3. Replace <placeholders> in env with real secrets (see Environment variables below)
  4. Save, then Cmd+Shift+P → Reload Window

Pre-fill Environment Variables (Optional)

Required
Required
Required
Requiredsecret
Requiredsecret
secret
Privacy Guarantee: Keys are replaced 100% locally in your browser memory and are NEVER uploaded or stored on any server.
Click to copy snippet
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Setup tutorial

  1. Open the ConnectWise PSA page and confirm this MCP Server (source: MCP Registry).
  2. Copy the Cursor, Claude Code, or VS Code snippet.
  3. Merge it into mcpServers and replace env placeholders with real secrets.
  4. Reload the window, then call the MCP tools from your agent chat.

Install commands

Install commands and setup steps are in the HTML so search engines and no-JS browsers can read them without running client JavaScript.

Claude Code (local)

  1. Install Claude Code CLI
  2. Copy the command below, replace <placeholders> with real env values, then run in terminal
  3. See Environment variables below if listed
claude mcp add mcp-connectwise-psa --env CW_SITE=<CW_SITE> --env CW_COMPANY_ID=<CW_COMPANY_ID> --env CW_CLIENT_ID=<CW_CLIENT_ID> --env CW_PUBLIC_KEY=<CW_PUBLIC_KEY> --env CW_PRIVATE_KEY=<CW_PRIVATE_KEY> -- npx -y mcp-connectwise-psa

Cursor — .cursor/mcp.json (local)

  1. Open or create .cursor/mcp.json in your project root
  2. Click Copy config and paste; merge only this mcpServers entry if others exist
  3. Replace <placeholders> in env with real secrets (see Environment variables below)
  4. Save, then Cmd+Shift+P → Reload Window
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

VS Code — .vscode/mcp.json (local)

  1. Install GitHub Copilot in VS Code with MCP support
  2. Open or create .vscode/mcp.json in your project root
  3. Click Copy config and paste; merge only this mcpServers entry if others exist
  4. Replace <placeholders> in env with real secrets
  5. Save and Developer: Reload Window
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Claude Desktop — claude_desktop_config.json (local)

  1. Open Claude Desktop claude_desktop_config.json (see remote guide for paths)
  2. Click Copy config and merge under mcpServers
  3. Replace <placeholders> in env with real secrets
  4. Fully quit and restart Claude Desktop
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Trae — .trae/mcp.json (local)

  1. Trae → Settings → MCP, or edit .trae/mcp.json / global mcp.json
  2. Click Copy config and merge mcpServers
  3. Replace <placeholders> in env with real secrets
  4. Save and reload Trae
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Cherry Studio — MCP settings (local)

  1. Cherry Studio → Settings → MCP Servers → Add (STDIO)
  2. Or import JSON: click Copy config and merge mcpServers
  3. Replace <placeholders> in env; ensure Node.js / uv (npx, uvx) are installed
  4. Enable the server and check tools load
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Tongyi Lingma — MCP config (local)

  1. Lingma Settings → MCP → + → STDIO or config file
  2. Click Copy config and merge mcpServers
  3. Replace <placeholders> in env; need Node.js 18+ (npx) or uv (uvx)
  4. Confirm connected before using tools in agent chat
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Windsurf — mcp_config.json (local)

  1. Edit ~/.codeium/windsurf/mcp_config.json
  2. Click Copy config and merge mcpServers (stdio same as Cursor)
  3. Replace <placeholders> in env, save, refresh Cascade
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Cline — MCP Servers (local)

  1. Cline panel → Settings → MCP Servers
  2. Click Copy config and merge
  3. Replace <placeholders> in env, then save
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

WorkBuddy — .workbuddy/mcp.json (local)

  1. Edit ~/.workbuddy/mcp.json (user) or project .workbuddy/mcp.json
  2. Or Plugins → MCP Servers → Configure MCP and paste the JSON below
  3. Replace <placeholders> in env; on Windows prefer absolute paths for command/scripts
  4. Save, restart WorkBuddy, confirm connector status is green
{
  "mcpServers": {
    "mcp-connectwise-psa": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-connectwise-psa"
      ],
      "env": {
        "CW_SITE": "<CW_SITE>",
        "CW_COMPANY_ID": "<CW_COMPANY_ID>",
        "CW_CLIENT_ID": "<CW_CLIENT_ID>",
        "CW_PUBLIC_KEY": "<CW_PUBLIC_KEY>",
        "CW_PRIVATE_KEY": "<CW_PRIVATE_KEY>"
      }
    }
  }
}

Troubleshooting & Common ErrorsFAQ

Common connection errors and verified fixes for ConnectWise PSA

Getting 'connection closed' or exit code 1 in Cursor / Claude Code for ConnectWise PSA?

Usually caused by missing runtime paths or IDE environment inheritance. Fix steps: 1. Verify Node.js 18+ (npx) or Python 3.10+ (uvx) is installed; 2. Run 'which npx' or 'which uvx' in terminal, and replace 'command' with absolute path; 3. Reload or restart the client window after modifying config.

Fix Snippet
# Check binary path in terminal:
which npx
node -v
Getting 'spawn npx ENOENT' or 'command not found'?

The editor background process does not inherit your full terminal PATH. Solution: Globally install the package, or set the absolute binary path (e.g. C:\Program Files\nodejs\npx.cmd on Windows, or /usr/local/bin/npx on macOS).

Missing required environment variable or authentication failure?

ConnectWise PSA requires environment variables (CW_SITE、CW_COMPANY_ID、CW_CLIENT_ID、CW_PUBLIC_KEY、CW_PRIVATE_KEY). Ensure you have added valid keys under the 'env' object in your config file without trailing whitespace.

Fix Snippet
// .cursor/mcp.json 或 claude_desktop_config.json
{
  "env": {
    "CW_SITE": "your_actual_key_here"
  }
}
Still not connecting? Read the MCP troubleshooting guide →

Tool Mock Playground

Sandbox

ConnectWise PSA Tool Interface Simulation · Preview tool schema & outputs without local runtime

Sandbox Ready
fn: mcp_connectwise_psaExecute the core tool interface of ConnectWise PSA
Request ArgumentsJSON Schema
{
  "target": "ConnectWise PSA",
  "action": "execute",
  "options": {
    "mode": "standard",
    "timeoutMs": 5000
  }
}
💡Parameters generated dynamically by Agent runtime
Agent Tool Output

Click 'Run Mock' above

to preview the raw response returned to the LLM

Env: AgentHub Virtual SandboxJSON-RPC 2.0

Decision Guide: Why & When to Use

Assess suitability before installing to save trial-and-error time

Best Suited For
  • PR review
  • Changelog generation
  • Cross-repo issue search
When NOT to Use
  • Replacing human security audit
  • Unauthorized repo access
Recommended Workflow Pairing:View Scenario →

ConnectWise PSA + Scenario Prompt → Complete Agent Automation

MCP hands-on: install to visible results

Follow the full lab (expected UI/output + contrast checks). After installing this item, verify with the tutorial prompts.

Open tutorial →

Related resources

Often paired with

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Copy either snippet into your project homepage, docs, or GitHub README. The badge is a hotlinked SVG — nothing to host — and it links back to this page so visitors can find the install steps.

PreviewListed on AgentHub: ConnectWise PSA
HTML
<a href="https://myagenthub.cn/p/io.github.mspstack/mcp-connectwise-psa" title="Listed on AgentHub: ConnectWise PSA" target="_blank" rel="noopener">
  <img src="https://myagenthub.cn/badge/io.github.mspstack/mcp-connectwise-psa?lang=en" alt="Listed on AgentHub: ConnectWise PSA" height="20" style="border:0"/>
</a>
Markdown (GitHub README)
[![Listed on AgentHub: ConnectWise PSA](https://myagenthub.cn/badge/io.github.mspstack/mcp-connectwise-psa?lang=en)](https://myagenthub.cn/p/io.github.mspstack/mcp-connectwise-psa)

Badges are generated on the fly from /badge/<package-id>, so name and listing changes propagate automatically. Keep the link target unchanged — it is what counts as the referral.

Unified Manifest

{
  "id": "io.github.mspstack/mcp-connectwise-psa",
  "type": "mcp-server",
  "version": "0.12.0",
  "displayName": "ConnectWise PSA",
  "description": "ConnectWise PSA (Manage) MCP server — tickets, time entries, companies, configurations, BYOK",
  "repository": {
    "url": "https://github.com/mspstack/mcp-connectwise-psa",
    "source": "github"
  },
  "homepage": "https://github.com/mspstack/mcp-connectwise-psa#readme",
  "distribution": {
    "packages": [
      {
        "registryType": "npm",
        "identifier": "mcp-connectwise-psa",
        "version": "0.12.0",
        "runtimeHint": "npx",
        "transport": "stdio",
        "environmentVariables": [
          {
            "name": "CW_SITE",
            "description": "ConnectWise host (e.g. na.myconnectwise.net or an on-prem host; full URLs accepted)",
            "isRequired": true
          },
          {
            "name": "CW_COMPANY_ID",
            "description": "ConnectWise login company id",
            "isRequired": true
          },
          {
            "name": "CW_CLIENT_ID",
            "description": "Integration clientId from developer.connectwise.com",
            "isRequired": true
          },
          {
            "name": "CW_PUBLIC_KEY",
            "description": "API member public key",
            "isRequired": true,
            "isSecret": true
          },
          {
            "name": "CW_PRIVATE_KEY",
            "description": "API member private key",
            "isRequired": true,
            "isSecret": true
          },
          {
            "name": "CW_MEMBER_IDENTIFIER",
            "description": "Member identifier the API keys belong to — enables \"my tickets\"/\"my time\" tools"
          },
          {
            "name": "CW_TOOLSETS",
            "description": "Comma list of toolsets/presets (default: all). Add sql for database queries."
          },
          {
            "name": "CW_DB_HOST",
            "description": "ConnectWise SQL Server host (on-prem only) — enables the opt-in sql toolset"
          },
          {
            "name": "CW_DB_NAME",
            "description": "ConnectWise Manage database, e.g. cwwebapp_acme"
          },
          {
            "name": "CW_DB_USER",
            "description": "Dedicated read-only database login (db_datareader)"
          },
          {
            "name": "CW_DB_PASSWORD",
            "description": "Password for the read-only database login",
            "isSecret": true
          },
          {
            "name": "CW_DB_QUERY_LIBRARY",
            "description": "Path to a writable JSON file holding saved SQL queries"
          }
        ]
      }
    ],
    "remotes": []
  },
  "dependencies": [],
  "installTargets": [
    "claude-code",
    "claude-desktop",
    "cursor",
    "vscode",
    "trae",
    "cherry-studio",
    "lingma",
    "windsurf",
    "cline",
    "workbuddy"
  ],
  "keywords": [],
  "provenance": {
    "origin": "official-mcp-registry",
    "originalId": "io.github.mspstack/mcp-connectwise-psa",
    "originalUrl": "https://registry.modelcontextprotocol.io/v0.1/servers/io.github.mspstack%2Fmcp-connectwise-psa/versions/latest",
    "isOfficial": true,
    "status": "active"
  }
}